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OneAscent Large Cap Core ETF (OALC) Institutional Ownership

$30.87 +0.08 (+0.26%)
(As of 12:44 PM ET)

Institutional Ownership Changes (13F Filings) for OneAscent Large Cap Core ETF (NYSEARCA:OALC)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$61.74M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$5.46M
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OALC Institutional Buying and Selling by Quarter

OneAscent Large Cap Core ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Jane Street Group LLC12,394$362K0.0%-73.2%0.318%
11/7/2024 OneAscent Wealth Management LLC1,036,449$30.31M11.5%-2.4%26.576%
11/5/2024 Patron Partners LLC86,125$2.52M1.4%+3.5%2.208%
11/1/2024 Atria Investments Inc2,267,064$66.29M0.8%-5.3%58.130%
10/29/2024 TrueWealth Advisors LLC62,733$1.83M0.6%N/A1.609%
10/8/2024 Dynamic Advisor Solutions LLC54,354$1.59M0.0%+26.8%1.394%
8/6/2024 Patron Partners LLC83,249$2.33M1.4%+16.5%2.135%
7/26/2024 Cambridge Investment Research Advisors Inc.108,870$3.04M0.0%+2.7%2.792%
7/15/2024 Dynamic Advisor Solutions LLC42,866$1.20M0.0%N/A1.099%
7/15/2024RFG Advisory LLC50,828$1.42M0.0%+3.9%1.303%
5/21/2024 Atria Investments Inc2,445,018$66.87M0.9%+12.3%62.693%
5/3/2024 Patron Partners LLC71,467$1.96M1.2%+212.4%1.866%
4/25/2024 Cambridge Investment Research Advisors Inc.106,040$2.90M0.0%+26.6%2.791%
4/16/2024 OneAscent Financial Services LLC2,081,255$56.92M6.3%+53.7%54.770%
4/16/2024 OneAscent Wealth Management LLC1,117,804$30.57M11.7%+13.9%29.416%
4/11/2024RFG Advisory LLC48,929$1.34M0.0%+1.6%1.288%
2/9/2024 Cambridge Investment Research Advisors Inc.83,748$2.09M0.0%+65.3%5.301%
1/25/2024RFG Advisory LLC48,151$1.20M0.0%+10.7%3.048%
1/18/2024 Patron Partners LLC22,879$571K0.4%N/A1.448%
1/11/2024 OneAscent Wealth Management LLC981,212$24.57M9.8%+41.0%62.102%
1/11/2024 OneAscent Financial Services LLC1,353,750$33.89M4.2%+93.3%85.680%
11/13/2023 Kestra Advisory Services LLC37,129$835K0.0%+126.9%2.350%
11/7/2023 Atria Investments Inc1,352,799$30.44M0.5%+1.9%85.620%
10/24/2023 Cambridge Investment Research Advisors Inc.50,679$1.14M0.0%+1.1%3.208%
10/16/2023RFG Advisory LLC43,502$979K0.0%+8.6%2.753%
10/13/2023 OneAscent Financial Services LLC700,299$15.76M4.1%+7.5%44.323%
10/13/2023 OneAscent Wealth Management LLC695,946$15.66M6.9%-2.1%44.047%
8/4/2023 Atria Investments Inc1,327,462$30.48M0.6%+1.2%84.017%
8/3/2023RFG Advisory LLC40,073$920K0.0%+54.6%2.536%
7/13/2023 Cambridge Investment Research Advisors Inc.50,119$1.15M0.0%+8.6%3.297%
7/10/2023 OneAscent Wealth Management LLC710,779$16.32M7.7%+2.7%46.762%
7/10/2023 OneAscent Financial Services LLC651,362$14.96M6.6%+5.1%42.853%
5/10/2023 Atria Investments Inc1,311,244$28.95M0.5%-46.7%86.266%
5/9/2023RFG Advisory LLC25,922$572K0.0%+3.9%1.705%
4/17/2023 OneAscent Financial Services LLC619,749$13.68M5.6%-42.2%40.773%
4/17/2023 OneAscent Wealth Management LLC692,362$15.29M6.0%-44.2%45.550%
4/14/2023 O Connor Financial Group LLC23,232$513K0.4%N/A1.528%
2/8/2023 Cambridge Investment Research Advisors Inc.65,797$1.35M0.0%+3.6%3.500%
1/31/2023 Atria Investments Inc2,460,924$50.49M1.0%-6.5%130.900%
1/12/2023 OneAscent Wealth Management LLC1,241,649$25.58M12.0%-4.3%45.987%
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1/12/2023 OneAscent Financial Services LLC1,071,924$22.08M9.4%-4.1%39.701%
11/10/2022RFG Advisory LLC24,055$481K0.0%+25.9%0.865%
11/2/2022 OneAscent Wealth Management LLC1,297,061$24.16M12.7%-0.1%46.657%
11/2/2022 OneAscent Financial Services LLC1,117,571$20.82M8.3%+5.4%40.200%
11/1/2022 Atria Investments LLC2,631,710$49.02M1.1%+2.2%94.666%
10/17/2022 Cambridge Investment Research Advisors Inc.63,484$1.18M0.0%-31.1%2.267%
8/13/2022RFG Advisory LLC19,110$407K0.0%N/A0.687%
8/11/2022 Atria Investments LLC2,575,050$50.94M1.1%+5.4%92.628%
8/8/2022 OneAscent Financial Services LLC1,059,891$20.97M9.5%+7.2%38.126%
8/8/2022 OneAscent Wealth Management LLC1,298,831$25.69M13.1%+8.9%46.721%
7/13/2022 Cambridge Investment Research Advisors Inc.92,199$1.82M0.0%N/A3.317%
5/12/2022 OneAscent Wealth Management LLC1,192,170$27.33M13.6%N/A46.752%
5/12/2022 OneAscent Financial Services LLC988,615$22.67M16.2%N/A38.769%
5/2/2022 Atria Investments LLC2,442,676$56.01M1.0%+2.9%95.791%
2/14/2022 Rockefeller Capital Management L.P.4,377$110K0.0%N/A0.175%
(Data available from 1/1/2016 forward)

OALC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OALC shares?

During the previous two years, 11 institutional investors and hedge funds held shares of OneAscent Large Cap Core ETF. The most heavily invested institutionals were Atria Investments Inc ($66.29M), OneAscent Financial Services LLC ($56.92M), OneAscent Wealth Management LLC ($30.31M), Cambridge Investment Research Advisors Inc. ($3.04M), Patron Partners LLC ($2.52M), TrueWealth Advisors LLC ($1.83M), and Dynamic Advisor Solutions LLC ($1.59M).Learn more on OALC's institutional investors.

Which institutional investors have been buying OneAscent Large Cap Core ETF stock?

Of the 10 institutional investors that purchased OneAscent Large Cap Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OneAscent Financial Services LLC ($1.46M), OneAscent Wealth Management LLC ($440.28K), Atria Investments Inc ($309.03K), Patron Partners LLC ($86.13K), Cambridge Investment Research Advisors Inc. ($65.03K), TrueWealth Advisors LLC ($62.73K), and Dynamic Advisor Solutions LLC ($54.35K).

How much institutional buying is happening at OneAscent Large Cap Core ETF?

Institutional investors have bought a total of 2,548,934 shares in the last 24 months. This purchase volume represents approximately $66.49M in transactions.

Which OneAscent Large Cap Core ETF major shareholders have been selling company stock?

The following institutional investors have sold OneAscent Large Cap Core ETF stock in the last 24 months: Atria Investments Inc ($1.45M), OneAscent Wealth Management LLC ($644.63K), OneAscent Financial Services LLC ($497.82K), and Jane Street Group LLC ($33.81K).

How much institutional selling is happening at OneAscent Large Cap Core ETF?

Institutional investors have sold a total of 2,624,514 shares in the last 24 months. This volume of shares sold represents approximately $58.86M in transactions.



This page (NYSEARCA:OALC) was last updated on 12/18/2024 by MarketBeat.com Staff
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